After 24 years in the investment industry, Brett is proud to have
clients all over BC and across Canada. It is always his pleasure
travelling to see them. In 2012 he transitioned his business to
National Bank Financial and works closely with industry leaders as
well as Charitable Foundations. Outside of work Brett enjoys many
outdoor activities such as skiing, biking and boating with his family
and friends.
Brett is a founding partner of our team and
works to ensure clients are achieving their financial goals with
effective modern strategies to wealth management.
He
completed his BA at UBC and has gone on to earn his Chartered
Investment Management (CIM) designation and is a Certified Financial
Planner (CFP).
Brett oversees our overall business direction to ensure clients are
achieving their financial goals with effective modern strategies to
wealth management.
Born and raised in West Vancouver. He
resides there with his wife Danielle and his three children. After
competing in the Commonwealth Games for swimming, Brett couldn’t stay
away from the water and keeps active with water sports and power
boating with his kids.